GARP

iShares MSCI USA Quality GARP ETF
GARP

Overview Fund Activity

44 hedge funds and large institutions have $122M invested in iShares MSCI USA Quality GARP ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+14
Holders Change %
+46.67%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
19
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
ARQ Wealth Advisors
Arizona
$9.64M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$9.31M
3
VNA
3
Valley National Advisers
Pennsylvania
$9.19M
4
LC
4
Landaas & Company
Wisconsin
$20.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.04M

Top Sellers

1
HCA
1
Heck Capital Advisors
Wisconsin
$0
2
Jane Street
2
Jane Street
New York
$325K
3
AWS
3
Atria Wealth Solutions
New York
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LC
1
Landaas & Company
Wisconsin
$20.3M 360,725 +76,803 +27%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$11.1M 196,836 +26,466 +16%
AWA
3
ARQ Wealth Advisors
Arizona
$9.64M 171,343 +171,343 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.31M 165,536 +161,670 +4,182%
VNA
5
Valley National Advisers
Pennsylvania
$9.19M 163,355 +92,469 +130%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.46M 150,458 +22,761 +18%
LPL Financial
7
LPL Financial
California
$7.79M 138,487 +36,960 +36%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.04M 125,229 +56,725 +83%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.02M 124,780 +45,325 +57%
SAM
10
Synergy Asset Management
Washington
$5.62M 103,194 +40,271 +64%
WWM
11
WJ Wealth Management
Arizona
$5.13M 91,116 +3,771 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.14M 55,741 +45,622 +451%
Citadel Advisors
13
Citadel Advisors
Florida
$2.28M 40,451 +40,451 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.85M 32,916 +32,916 New
MML Investors Services
15
MML Investors Services
Massachusetts
$1.79M 31,845 +31,845 New
DOA
16
D'Orazio & Associates
Virginia
$1.74M 30,871 +11,259 +57%
KWM
17
Kingsview Wealth Management
Oregon
$1.24M 22,083 +22,083 New
FIA
18
Foundations Investment Advisors
Arizona
$930K 16,534 +135 +0.8%
Raymond James Financial
19
Raymond James Financial
Florida
$894K 15,894 +15,894 New
DI
20
Disciplined Investments
Oklahoma
$819K 14,566 – –
KIM
21
Kane Investment Management
California
$814K 14,469 +14,469 New
KAS
22
Kestra Advisory Services
Texas
$795K 14,138 +7,426 +111%
GGV
23
GG Group Ventures
Florida
$760K 13,507 +3,893 +40%
FA
24
Flagstar Advisors
New York
$592K 10,521 +10,521 New
CIBC World Market
25
CIBC World Market
Ontario, Canada
$585K 10,404 +10,404 New
1
2